As managing director of tax and estate planning with CIBC Financial Planning & Advice in Toronto, Jamie Golombek is quoted frequently in the national media as an expert on taxation.
Here are 10 strategies to help clients minimize their tax burden and maximize their financial positions
If your clients are sitting on some significant accrued capital gains, you could remind them about donating appreciated securities “in-kind” to the charity of their choice
Given the proliferation of “boutique” tax credits, it’s clear that all of us could benefit from a simpler tax system
There are three tax strategies expiring at the end of the year that clients should take advantage of before Dec. 31
Advisors can play a key role in ensuring clients understand and prepare for the costs related to their kids’ post-secondary education
Advisors can play a huge role in facilitating a discussion about financial planning for newlywed couples, many of whom have not discussed their finances in great detail
The new CCB monthly benefits could be best maximized if they’re contributed to a registered investment vehicle such as an RESP, RDSP, RRSP or TFSA
If clients mention they have been reassessed, consider sharing a recent Tax Court of Canada decision to ensure they don’t miss their deadline to object
Could the potential elimination of boutique tax credits lead to a lowering of the general income tax rate for all Canadians?
Here are some reminders to share with your clients ahead of this year’s tax-filing deadline at end of day on Mon. May 2